A rare opportunity has arisen for a Practice Manager for a leading self licensed boutique practice in Sydney CBD. Based conveniently next to Wynyard train station this practice has a long established history of providing exceptional non aligned independent advice and has one of the very best reputations in the local market.
Working within a team of 25 your role will be integral to the day to day running of the business. You will be a crucial part of the leadership team and have a big say on the running of the practice.
Responsibilities of the Practice Manager
To manage the compliance and risk management requirements of the business
All human resources aspects of the business including recruitment, training and HR policies
Management of client services delivery in cooperation with internal and external resources




To work with directors in transition management of recent client books including transition development plans
To work with the directors to ensure that all contracts and other legal documents are in place including but not limited to MDA Contracts, Non discretionary accounts, AR Agreements and Consultant agreements.
Have oversight of IT systems, Hardware and IT projects whilst working in conjunction of the relevant suppliers
The Person for the Practice Operations Manager role
Minimum 3-5 years experience as a Practice Manager in Financial Planning
Have detailed knowledge of Financial Advice operations
Experience with every aspect of a practice
Strong managerial skills and relationship skills
Degree qualified would be preferred
Be well presented and had a friendly demeanor
#J-*****-Ljbffr

📌 Practice Manager (New South Wales)
🏢 Cartwright Jones
📍 New South Wales